“The greatest trick the Devil ever pulled was convincing the world he didn’t exist”. Charles Baudelaire. The last few weeks have been interesting in markets and it’s time for my (short) take :). The best take on this topic is Matt Levine’s Money stuff newsletter. My take is about risk which is core to finance. […]
Does a sovereign backed digital currency matter? It’s a question I’ve been brooding about ever since the European central bank announced its digital euro project. But first, let’s take a walk through memory lane and establish some concepts and abstractions to build upon. Humans at our core are consumers and consumption is central in our […]
We take a break from our regular programming to remind everybody to go vote. This election is important, y’all know that. Just vote if you haven’t already. I don’t care who you vote for, just vote. Another question that I have been pondering is – We know the stock market is up and to the […]
Will the central bank finally kill the very thing it was made to protect? Access to central banks is the ultimate competitive advantage – how should Product Managers think about it?
How will inflation play out after Coronavirus? Is hyperinflation around the corner?
The brilliant odd lots podcast had Richard Koo on to discuss his theory of a balance sheet recession. The central idea is that when a credit bubble bursts and the private sector and consumers both start to deleverage it causes the economy to go into a demand loss spiral, which is a counterintuitive result. If […]
There is recession talk everywhere with tips on what to do. Time to put my hat in the ring 🙂 Following the scouts’ motto of “always be prepared“, how to go about planning? Where to start?
Alphachat (great podcast btw) had a recent episode on Labor market slack that raised some intriguing questions. The central question is how to define slack, what is the right metric. The end result was that slack means different things to different people – but there is one thread that I’d like to explore more. Let’s […]
Some books/podcast/blogs that i’m enjoying at the moment!
A thought experiment on the sort of fintech experiences and products we’d want as consumers in the distant (or near) future. The thought process is structured as a conversation between an older father and an adult son. Italics is the dad. So son, hows your financial life going? Everything under control? Oh, Fiona’s got it […]